Journal

The Journal

STORIES FROM MY LIFE

How Can Retirement Plan Sponsors Help Employees During Market Turmoil?

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Plan sponsors, do you know the truth about In-Plan Guarantees?

Do you have misperceptions when it comes to something as important as “in-plan” guarantees for your employees?... Read More

Retirement Plan Sponsor’s Quarterly Calendar – Q4 2022

Here is your Plan Sponsor’s Quarterly Calendar: a great list of tasks to keep in mind during the next three months.... Read More

The 401k Plan is Evolving

The 401k plan is evolving. Changes in regulation have created a shift from simply savings and accumulation to savings, accumulation, and guaranteed income.... Read More

Modernize Your 401k Plan with an In-Plan Income Guarantee Solution

The 401k plan is evolving. Changes in regulation have created a shift from simply savings and accumulation to savings, accumulation, and guaranteed income.... Read More

What’s SO GREAT about having a pension anyway?

Everyone knows someone with a pension. Typically, a police officer, firefighter, or teacher. Having a pension means they will get paid a monthly amount in retirement… guaranteed.... Read More

When it Comes to Old 401(k) Accounts, it Pays to Know your Options

Like most people, you’re likely to change jobs several times during your working life. And you’ll likely have a 401(k) account through your former employer to deal with. Here are the four options for what to do with an old... Read More

Ensure Diversification in your Retirement Account Stock Funds

If you are considering investing in stock funds within your retirement account, here are some ways to help make sure you are well-diversified.... Read More

Estate Plans – A Key Component of Financial Wellness

Most people don’t spend too much time thinking about end-of-life planning on a daily basis. But you may have loved ones who will soon face those issues.... Read More

Erick Arndt named one of Valley 200’s Most Influential Leaders

Erick Arndt was recently given the honor of being named in the Valley 200 Most Influential Leaders by the San Fernando Valley Business Journal!... Read More